CRM · scheduling · project management
CRMb.
From the first call to the final invoice. CRMb brings your clients, schedule, projects, stock and books into one place. Because your crew punches in on Punch as they work, what a job costs, what you will make and who has room are real numbers, not guesses.
Everything in one place
Everything a small team needs to run the work.
Scheduling
Shifts, jobs and meetings, with the labor cost as you go. Flags double-bookings before they happen.
Clients
Clients, jobs and quotes, all in one place, with every document on the record.
Project board
Track the work as a board, table or timeline.
Sprints
Plan in the time the work really takes.
Capacity
See who is slammed and who has room, from real booked hours.
Reports
What every job costs, what you keep, and a live profit and loss.
Invoicing
Quotes, invoices and getting paid, billed for the hours your crew actually worked.
Accounting
Bank feed, books and payroll reconciled.
Inventory & purchasing
Warehouse and truck stock, purchase orders, barcode scanning and materials on jobs at real cost.
Hive
Announcements, trainings and news for the whole team.
Every device
Web, Mac, iPhone, iPad and Android on one account, always in sync.
Built for the trades
HVAC, electrical, plumbing, millwork, countertops, low-voltage, irrigation, janitorial and more.
A look inside
Real screens from CRMb.
Pricing
Pay for the people who use it.
14-day free trial. A CRMb plan takes 25% off Punch while both stay active.